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What We Do
What We Do
A Life Transition Advisory
A Life Transition Advisory
One trusted point of contact for community programs, notary services, and care concierge support, coordinated with your attorney, financial advisor, including our partnership with TaxUSign every step of the way. Three ways we help you get ahead of it. Each service is built around the same idea: organize the decisions now, so the people you trust aren't left guessing later.
Community Programs
Community Programs
Our Community Programs bring practical education and real support to individuals, families, small businesses, and organizations through workshops, coaching, speaking engagements, and community events. Some programs are free, and others are offered at an affordable cost.
Inside this community program, you’ll get:
Personalized coaching to help you understand your situation, ask questions, and move forward with confidence.
Hands-on workshops and speaking events that break down financial topics into simple, practical steps you can use right away. Available for organizations, businesses, associations, and community groups.
Access to the CARE Community, a welcoming network where you can connect with others, share experiences, and keep learning year-round.
Join us and become part of a community that learns, grows, and thrives together.
Investment: Learn more here.
Notary Services
Notary Services
Currently offered exclusively to Taxpayer CARE Center clients receiving services, a licensed notary will make signing official once your documents are ready.
Inside this service, you’ll get:
Licensed notarization for wills, trusts, healthcare directives, powers of attorney
Signing support for buy-sell agreements, business transfer paperwork, real estate deeds & transfer document, general business & loan documents
Affidavits & sworn statements
A properly witnessed, legally sound signing - no guesswork about the process
Investment: The first notarized signature is included for CARE Concierge clients. Additional signatures are $15 per notarized signature, billed separately.
The CARE Concierge
The CARE Concierge
Offered jointly with our tax preparation partner, TaxUSign, The CARE Concierge is a comprehensive tax, estate, and legacy support for individuals, families, fiduciaries, and business owners.
Inside this service, you'll get:
Direct, one-on-one access
Income tax preparation for individuals, trusts, and decedent estates, prepared by TaxUSign
Your own Estate Planning Essential Kit: A full inventory and organization of your assets, accounts, and beneficiaries
Year-round access to the team, twice-yearly planning meetings, and IRS notice support
Ongoing coordination with your attorney and broker as your plan moves forward
Best for:
Individuals, families, fiduciaries, and business owners who want tax and legacy planning handled by one dedicated team.
Investment: Flat-fee, starting at $2,500+
You don't have to plan for this alone.
You don't have to plan for this alone.
A first conversation costs nothing and commits you to nothing. Bring your questions and let's figure out the plan together.
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